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CNBC
Oct 1, 2012 9:00am EDT
health care company ] ceradyne had been like all the defense contractors. more downgrades of defense contractors. anyone who knows this company knows they're an innovator. but when you're pulling back on the military, pulling back on cera dyne. >> accretive by a penny? >> lowered -- remember they said the goals became stretch goals. and the stock didn't get hit. this is an example after what we talked about at the beginning of the show. there's no real momentum there. >> deutsche is looking at ibm taking their price target up. >> another stock that's a huge dow leader. what i would tell you here is that this stock has very little resistance. accenture last week reported, these are remarkable. ibm has a mainframe cycle, too. the consulting companies are on fire because they save companies money whenever they bring them in. >> finally, i think we have time for credit suisse going to a sell on nokia. >> nokia, i'm trying to figure out where it stops. i could do one of those, mow, larry, curly things where i go on the floor. but i do think that nokia has minimal upside. the balance sheet
CNBC
Oct 2, 2012 9:00am EDT
with them. apple, they will solve that problem. once in the organization and another plays defense. it is not the bears' defense. it is more the jets. you know what they are? they are on the punt pass. the season is over. >> two games left. >> there's a pup blast, a physically unable to perform list and microsoft is on the pup list. hewlett-packard is on there, dallas i.r. is there. >> are they career-ended injuries? >> come on, microsoft has a 3% dividend yield. >> sanchez just has to complete 3% of his passes. >> just keep going. >> i want to go with the man -- people didn't go for this. i'm going football metaphors. >> i thought it stayed on so i wasn't following. >>> let's talk american airlines. american airlines has temporarily grounded eight plans evaluated after seems became loose on two lanes in the last few dids. the investigators are the latest setback for america. they have been hurt in flight delays and cappslations causing travel agents to book flights with other airlines. of course, there a bitter dispute going on and a lot of the delays are pilot differentiated. ame
CNBC
Sep 28, 2012 9:00am EDT
off with cuts, 50 billion from defense, 50 billion from important programs. nobody comes ahead from either side of the aisle and certainly the american public does not come out ahead. >> you have built a very successful firm, gotten very nice press lately at center view. while the industry has been suffering to say the least. what do you make of 2013 as we head into it? i hear that we're going to see so many big investment banks still need to cut both compensation and perhaps head count. >> so clearly the industry remains in a period of transition. it's been like this for a few years. but i think it's important to recognize that this industry has always had periods of transition. just in my career, 25 years, i can think of three different cycles. the industry always comes out on top on a competitive basis globally. i do think we still have the most intellectual capital anywhere in the industry. the most innovation. and you already see firms doing what they should do to get to the right place. they're focusing on businesses where they can get the best return and they're fundamentally
CNBC
Sep 25, 2012 9:00am EDT
very defensive. this is not aol/time warner. at the same time, had they waited a couple, 18 months, they would have gotten a very different dynamic. >> very different deal. it would have been time warner buying aol. by the way, greatest deal ever done for the shareholders. >> sometimes you have winners and losers. >> that's right. there always are. >> the entire sector is down across the board. you look at deere and cat. jpmorgan estimates that companies will be down 14% through 2014. now is a great time apparently to buy up the mining services companies, according to ge, which will start a new mining unit. >> ge -- look, they have a good sense of the world. i'm not going to say -- look, put it this way, if they bought joint global they would do better than caterpillar, so maybe what they're saying is, okay, look, we didn't buy the top. we are not going to get the bottom. maybe china turns. i thought the general electric idea of buying my equipment and initially thought it was wrongly timed. stephanie link is on "fast money" and she runs some travel trust pushing right back to say,
CNBC
Sep 26, 2012 9:00am EDT
somewhat defensive tendencies back then. so i really don't think it's essential to see leadership from the transportation sector. i'd really prefer to see frit the technology sector, which we have seen. >> walk us through what is leading -- and also, in terms of small caps, things with a little higher volatility that people tend to look to as canaries. >> right. so small caps -- and i'd also highlight emerging markets as having captured some performance recently. if you look at the emerging market shares, they've really lost momentum. i think investors will ultimately be seek out performance there because they're less overbought than the u.s. market. >> i heard you suggest that it was a buying opportunity. i didn't quite catch the level that you were targeting on the s&p. how high do you think we can bounce? >> well, 1420 is initial support and the breakout that we saw recently targeted about 1530, although the next resistance that it faces is up at the 2007 high. >> 1530 is 100 points higher than we are now. >> it is. and i think that's a reality in the fourth quarter. i do. >> 1
CNBC
Sep 27, 2012 9:00am EDT
september. more interesting was the decline in motor vehicles. defense seems to be coming off. and that could be related to the drawdown, what's happening in afghanistan and iraq or more broadly early fiscal cliff, signs there. business investment up just 1.1% after declining really for two straight months. john says these numbers stink. he says these orders data are putrid. we believe that weakness is tied to problems in asia and europe as well as uncertainty over the tax environment for 2013. and then we turn to the other side, the better claims data. now, notice it moves it just a little bit, but along with more optimism in the jobs component, the claims data is the second piece of good news this week on the employment front. weekly claims falling by 26,000 to the lowest level since late july. got to have a little caution here, comes on the heels of a bump up in claims from hurricane isaac and, of course, other factors that are out there. something for candidates romney and obama in today's data. you can imagine romney pounding on the weak growth and obama saying hey, 286,000 more jo
Search Results 0 to 5 of about 6